Hermes Setup Form

Help us configure your AI receptionist perfectly for your business

1 Business Information

Basic details about your business that Hermes will need to know.

Business Name *

Your Name *

Your Personal Phone Number *

Best number to reach you for setup and support

Business Phone Number *

The number customers currently call

How do you want to handle the phone number? *

Your Email *

Business Email (if different)

Type of Business *

Business Hours *

When are you normally available? (e.g., "Monday-Friday 8AM-6PM, Saturday 9AM-3PM")

Current Phone Service Provider

Who provides your business phone service? (Important for SIP trunking setup)

2 Services & Pricing

What services do you offer and how should Hermes discuss pricing with customers?

Main Services You Offer *

List your primary services, one per line

How should Hermes handle pricing questions? *

Sample Pricing (if applicable)

Provide examples like "Oil change: $50-80, Brake pads: $150-300"

Service Area/Location *

What areas do you serve? (e.g., "Lafayette and surrounding areas within 20 miles")

3 Call Handling Preferences

How should Hermes answer calls and handle different situations?

How should Hermes answer the phone? *

Example: "Thank you for calling [Business Name], this is Hermes, how can I help you today?"

Common Questions Customers Ask *

List frequent questions and how they should be answered

Emergency Call Handling

How should urgent/emergency calls be handled?

What types of calls should Hermes handle? *

Schedule appointments

Answer basic questions

Provide pricing information

Give directions/hours

4 Scheduling & Integrations

Connect Hermes to your calendar and other systems.

What calendar system do you use? *

Types of Appointments to Book

What kinds of appointments should Hermes be able to schedule?

Scheduling Rules & Preferences

Any specific rules for booking? (e.g., "No same-day appointments", "Always leave 15 minutes between appointments")

CRM or Customer Management System

5 Additional Information

Anything else Hermes should know about your business?

Special Instructions or Preferences

Any specific way you want calls handled, phrases to use/avoid, etc.

What's your biggest challenge with phone calls right now?

What would success look like with Hermes?

How will you know Hermes is working well for your business?

Preferred Contact Method for Setup

Best Time to Contact You

I'll review your information and contact you within 24 hours to begin the setup process.